Bennett Wealth Planning

Bennett Wealth Planning is a financial advisory firm that provides wealth management services, including investment advice, retirement planning, and financial planning tailored to individual client needs.
  • Wealth Management
  • Investment Advice
  • Financial Planning
  • Retirement Planning
Size
Small
Phone
N/A
Website
bennettwealthplanning.com
Email
N/A
Locations
Woburn House, The Rock Complex, PL20 6BS
01822855060
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Bennett Wealth Planning is operated by Barry W P Bennett Ltd and is a Active company incorporated on 18 April 2013 with the registered office located in Yelverton, Devon. Barry W P Bennett Ltd was registered 12 years ago.
Status
Active
Size
Micro
Directors
4
Age
12 years old
Employees
5
Turnover
Unreported
Total Assets
£124.55K
Cash in Bank
£33.04K
Total Liabilities
-£106.27K
Mr Simon Peter Bennett
Director • Secretary • PSC • Chartered Wealth Manager • British • Lives in England • Born in Apr 1988
Mr Barry William Prosser Bennett
Director • PSC • Managing Director • British • Lives in England • Born in Feb 1955
Mrs Karen Bennett
Director • HR Manager • British • Lives in England • Born in Apr 1958
More information on Barry W P Bennett Ltd
Teams
All
2
Tash Bennett
Marketing Manager • Joined Apr 2018
Barry W P Bennett
Chartered Wealth Manager, Stockbroker And Chartered Financial Planner • Joined Apr 2018